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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
1
JP Morgan Private Wealth Advisors
California
$512M +$270M +1,214,567 +110%
SCM
2
SCS Capital Management
Massachusetts
$490M -$9.51M -42,788 -2%
Bank of America
3
Bank of America
North Carolina
$251M +$25.5M +114,685 +11%
Northern Trust
4
Northern Trust
Illinois
$247M +$3.38M +15,204 +1%
Ameriprise
5
Ameriprise
Minnesota
$217M +$47.1M +211,923 +27%
Morgan Stanley
6
Morgan Stanley
New York
$205M +$50.4M +226,851 +32%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$173M +$21.8M +98,170 +14%
Goldman Sachs
8
Goldman Sachs
New York
$144M -$2.93M -13,168 -2%
BlackRock
9
BlackRock
New York
$132M -$17.9M -80,699 -12%
P
10
Pitcairn
Pennsylvania
$129M -$8.21M -36,939 -6%
UBS Group
11
UBS Group
Switzerland
$127M +$1.09M +4,901 +0.9%
LPL Financial
12
LPL Financial
California
$100M +$4.22M +18,982 +4%
EK
13
Evensky & Katz
Florida
$97.2M +$708K +3,185 +0.7%
FWM
14
FFT Wealth Management
Pennsylvania
$90.2M +$432K +1,946 +0.5%
KeyBank National Association
15
KeyBank National Association
Ohio
$81M +$18.9M +84,947 +30%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$70.6M +$3.34M +15,042 +5%
VNIM
17
Vaughan Nelson Investment Management
Texas
$68.7M +$69.1M +311,020 +76,795%
LP
18
LGL Partners
Pennsylvania
$66.2M +$318K +1,429 +0.5%
ST
19
Sentinel Trust
Texas
$61M +$1.16M +5,223 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$60.5M +$2.43M +10,933 +4%
Wells Fargo
21
Wells Fargo
California
$59.6M +$14.7M +66,114 +32%
CAM
22
Cresset Asset Management
Illinois
$56.2M +$48.7K +219 +0.1%
GU
23
Georgetown University
District of Columbia
$52.9M +$257K +1,155 +0.5%
PP
24
Pegasus Partners
Wisconsin
$52.7M +$7.1M +31,959 +15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$51.2M +$3.53M +15,899 +7%